BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,549 Value ($000) $250 Avg Close $52.67 Range $48.28 - $56.55

Q3 2025

Shares 4,171 Value ($000) $215 Avg Close $48.34 Range $44.27 - $52.61

Q2 2025

Shares 4,583 Value ($000) $0 Avg Close $41.45 Range $32.53 - $47.16

Q1 2023

Shares 121,150 Value ($000) $0 Avg Close $30.57 Range $24.49 - $34.20

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,549	$250	$52.67	$48.28 - $56.55
Q3 2025	4,171	$215	$48.34	$44.27 - $52.61
Q2 2025	4,583	$0	$41.45	$32.53 - $47.16
Q1 2023	121,150	$0	$30.57	$24.49 - $34.20